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Awards & Accolades

Edward Jones Named One of the 2024 Best Workplaces for Women

Edward Jones has been named to the 2024 “Best Workplaces for Women” list by Great Place to Work® and Fortune magazine, ranking No. 31.

The survey found 89% of Edward Jones’ associates said the firm is a great place to work. This number is 32% higher than the average U.S. company. Rooted in its purpose – the firm partners for positive impact to improve the lives of its clients and colleagues, and together, better communities and society.

“At Edward Jones, we know progress depends on our collective hard work and everyday actions to work together toward true equity,” said Jennifer Kingston, Head of Enterprise Diversity, Equity and Inclusion (DEI).

Best Workplaces for Women is highly competitive, and the award is based on analysis of survey responses from more than 600,000 women across the U.S.

The Great Place to Work award selects winners based on how fairly women say they’re treated at their workplace. The survey measures the differences in women’s survey responses with those of their peers and assesses the impact of demographics and roles on the quality and consistency of women’s experiences.

“We continue to make progress on our five-point commitment to positively impact opportunities for women and people of color,” said Kingston. “We are focused on advancing equitable hiring, training, promotional practices and policies to progress toward greater diverse representation.”

Edward Jones has committed to the following human capital aspirations in the U.S. and Canada by the end of 2025:

20% people of color and 50% women among leaders in the firm’s U.S. and Canada headquarters
15% people of color and 40% women among U.S. and Canadian home office general partners
15% people of color and 30% women among U.S. and Canadian financial advisors

For more on how Edward Jones is creating a place of belonging for all, please see the sixth-annual Purpose, Inclusion and Citizenship Report, “Partnering for Positive Impact,” which showcases the firm’s year-end 2023 progress and achievements.

The Best Workplaces for Women, announced in October 2024 and based on data as of August 2023 is one of a series of rankings by Great Place to Work and Fortune (compensation provided for using, not obtaining the Best Workplaces for Women ranking). In 2024, Edward Jones also ranked No. 31 on the 100 Best Companies to Work For list, and No. 25 on the 100 Best Workplaces for Millennials list. Additionally, the firm was named as one of the 2024 World’s Most Admired Companies. (Sources: 100 Best Companies announced April 2024, data as of August 2023; Millennials announced July 2024, data as of August 2023; Most Admired in partnership with Korn Ferry, announced February 2024, data as of November 2023).

2024 Fortune Best Workplaces for Women, published October 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating. From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license.

Proud to be at the top of the lists for ‘Best Advisor Pay’ ranking

May 28, 2024/in Awards & Accolades, Experienced Financial Advisor Optional /by ndowney

Awards & Accolades:

Proud to be at the top of the lists for ‘Best Advisor Pay’ ranking

In May 2024, Financial Planning listed Edward Jones as the number one firm for Best Advisor Pay for the $2M, $1M and $600K production levels and second for the $400K production level.

See how Edward Jones compares (PDF)

Each year Financial Planning’s parent company, Arizent, invites leading investment firms to submit their advisor compensation data then enlists the independent consulting services of Tasnady Associates to provide the analysis of base pay for financial advisors. Their report evaluated payout rates at four levels of production, $2M, $1M, $600K and $400K and broke out the firms into two segment types – wirehouse or national and regional broker-dealer. Again, this year, Edward Jones ranked #1 in production levels $2M, $1M and $600K and #2 at the $400K level – across both national and regional broker-dealer and wirehouse firms.

This outstanding ranking is commensurate with our firm’s entrepreneurial business model allowing our financial advisors to build their practices their way.

“At Edward Jones, we give you the tools and resources you need to serve clients more completely to help them achieve their financial and life goals – our clients’ success is your success, and your compensation will reflect that.”

– David Chubak, Head of Branch Development and U.S. Business Unit

Edward Jones provides financial advisors with the autonomy to set their own goals and to be rewarded as their successes are met. Bonuses are rewarded and paid every trimester, and not deferred and paid at year end.

In addition to our generous standard compensation, Edward Jones offers transition compensation for experienced advisors* of at least two times an advisor’s trailing 12-month production with no handcuffs .

Competitively speaking, Edward Jones has one of the top compensation structures in the industry.

See how Edward Jones compares (PDF)

*Must have three years client-facing experience, manage at least $30 million in assets under care, and produce at least $250,000 annually in gross production

Important Information:
To help advisors make sense of it all, Financial Planning presents this annual analysis of core compensation components at wirehouses, national and regional broker-dealers. Company data compiled by Arizent; analysis by Tasnady & Associates. Data as of December 2023. Source: Financial-planning.com (May 2024). Neither Financial Planning, Arizent, nor Tasnady & Associates receive compensation in exchange for placement on the ranking but provided for using the rating.

Edward Jones Named a Training Apex Award Winner

February 28, 2024/in Awards & Accolades, The Financial Advisor Opportunity Optional /by tina.takerngpol

Awards & Accolades

Edward Jones Named a Training Apex Award Winner

For the 24th consecutive year, Edward Jones has been recognized as a top training company, having been named to the 2024 Training APEX Awards list by Training magazine. The award recognizes organizations worldwide that have the most successful learning and development programs. Edward Jones ranked No. 17.

“As a firm, we foster a mindset of continuous learning, empowering all associates to embrace and learn from new experiences and new perspectives. We work closely with our associates to create learning and development plans and provide required and optional courses and training,” said Suzan McDaniel, Edward Jones Chief Human Resources Officer.

Edward Jones is intentional about how training programs are built, evaluated and delivered. This includes a test-and-learn method of piloting new programs with feedback built into the pilot. A series of co-labs, open peer group sessions and associate focus groups spotlight obstacles to new program adoption, and necessary changes in content or delivery are made quickly during the pilot process. By co-creating training with representation from home-office subject matter experts and branch team end users, the firm sees high adoption rates early in the rollout.

Innovative training programs at the firm in 2023 included:

“Ed” Professional Development Platform – Associates design personal learning paths focused on skills they want to develop, with AI-enabled learning recommendations from thousands of internal and external learning opportunities.
Trimester Challenge – Rewards branch office administrators for spending time on their own development versus on a skill-building or a business-building activity.
Disbursements Hiring Surge Training – Increases the speed of training for new Service division associates on multiple topics leading up to the high-volume end-of-year season.
Client Team Evolution Design – Program that delivers education, consulting, onboarding and year-long support for newly introduced practice models and branch support roles.
DEI 365 – Year-long learning opportunities, programs and experiences to foster a growth mindset, cultural awareness and empathy among all associates and leaders.

“We are a place of belonging, where our associates come together to live out their purpose and our firm’s purpose and help clients achieve what matters most.”

Suzan McDaniel, Chief Human Resources Officer at Edward Jones

The Training APEX award evaluation process considers the success of a company’s overall training approach. Award criteria include training program and scope, budget, formal and informal training programs, the link to business/business unit goals, and business outcomes resulting from training.

Training magazine Training Apex Award 2000–2024, published January–March each year, data as of September of prior year, application fee required for consideration.

Edward Jones Named One of the World’s Most Admired Companies

January 31, 2024/in Awards & Accolades, In the News Optional /by tina.takerngpol

Awards & Accolades

Fortune Magazine: Edward Jones Named One of the World’s Most Admired Companies

Edward Jones has been named to Fortune magazine’s 2024 list of the World’s Most Admired Companies™, a recognition of the most respected and reputable companies globally. The firm ranked No. 5 in the Securities/Asset Management industry category and 175 overall.

Positive impact manifests in a multitude of ways, including the delivery of goals-based advice to its 8 million clients across North America through the firm’s more than 19,000 financial advisors. The firm recently announced a multi-year transformation and $1 billion investment in human capital, technology infrastructure and strategic relationships, in an effort to serve its clients more completely through deep personal relationships and comprehensive planning and advice.

“As a firm, we have a responsibility to bring our clients and colleagues together to positively impact others’ lives. Being named among the World’s Most Admired Companies™ is both a recognition of where we are and an inspiration for where we are going,” said Ken Cella, Head of External Affairs.

Beyond its work with clients, is Edward Jones’ commitment to its communities. Currently in 68 percent of all counties in the U.S., the firm is partnering for lasting financial strength, promoting healthier futures and advancing inclusive growth. Highlights include:

Since 2020, the firm has reached 814,035 learners with free financial education, more than halfway to its goal of positively impacting 1 million learners by the end of 2025.
The firm has raised more than $45 million since 2016 toward its goal of $50 million by 2025 for the Alzheimer’s Association in its fight to end Alzheimer’s disease.
More than $46 million in corporate, Edward Jones Foundation and associate giving contributed to 6,000 organizations around the U.S. in 2023.

“Our commitment is to grow the impact we’re able to make for people across North America. It’s deeply connected to our purpose, which is to partner for positive impact, to improve the lives of our clients and colleagues, and together, better our communities and society.”

To create the ranking of World’s Most Admired Companies™, Fortune magazine and research partner Korn Ferry began with the 1,000 largest U.S. companies by revenue plus foreign companies listed in the Fortune Global 500® database. Using nine criteria, ranging from investment value to social responsibility, they whittled down to the highest-revenue companies in each industry, a total of 645 companies across 52 industries. A survey of 3,760 executives, outside directors and industry analysts determined the top-rated companies from that pool of 645. The final list was announced in January 2024.

To learn more about the Edward Jones opportunity, visit www.careers.edwardjones.com.

2024 Fortune World’s Most Admired Companies list published January 2024, in partnership with Korn Ferry, data as of November 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones Named One of Fortune 100 Best Companies To Work For

September 28, 2023/in Awards & Accolades, In the News Optional /by tina.takerngpol

Awards & Accolades

Fortune Magazine: Edward Jones named one of the 2024 100 Best Companies to Work For®

Young asian woman presenting to her colleagues.

Edward Jones has been named among the 2024 Fortune 100 Best Companies to Work For® by Great Place To Work® and Fortune® magazine. The firm ranks No. 31 on the celebrated 2024 Best list, up 31 places from 2023, further establishing itself as one of the best places to work in the country.

“Our overarching goal for our colleagues is to be a career destination where everyone feels seen, valued, respected and heard,” said Suzan McDaniel, the firm’s Chief Human Resources Officer. “It’s fundamental to how we live our purpose, which is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.”

The firm’s 2023 investment in its associates include:

A new self-service wellness platform within the Employee Assistance Program
Financial education resources for associates and their families
New flexible work models in the home office that give associates and their leaders a choice in determining the right work arrangement

We’re incredibly proud of this recognition from Fortune as we continue to invest in fostering a workplace and culture that makes Edward Jones a rewarding place to start, grow and optimize your career and impact.”

Suzan McDaniel, Chief Human Resources Officer

Making the Fortune 100 Best Companies to Work For® list is highly competitive. Using its proprietary Trust IndexTM survey, Great Place To Work® measures key behaviors that drive trust in management, connection with colleagues and loyalty to the company. In the past year, Great Place To Work® received more than 500,000 responses from employees at companies eligible for the 2024 100 Best list. The survey contained 60 employee experience questions. Companies also submitted essays about their workplace benefits and employee support programs. Read the full methodology.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work®, data as of August 2023. Compensation provided for using, not obtaining, the rating.
From Fortune, ©2024 Fortune Media IP Limited All rights reserved. Used under license.

Edward Jones Named One of the World’s Most Admired Companies By Fortune Magazine

September 28, 2023/in Awards & Accolades, In the News Optional /by tina.takerngpol

Awards & Accolades

Edward Jones Named One of the World’s Most Admired Companies By Fortune^® Magazine

Edward Jones has been named to Fortune magazine’s 2023 list of the World’s Most Admired Companies, a recognition of the most respected and reputable companies globally. The firm ranked No. 5 in the Securities/Asset Management industry category.

Positive impact manifests in a multitude of forms. During the past three years, financial advisors have guided clients to navigate market volatility and uncertainty with confidence, and as the opportunity arose, the firm added 725 new branches to serve additional clients in local communities.

“As a firm, we are built on relationships and invest deeply in them. Being named a Most Admired Company is a testament to the depth of these relationships among our 8 million clients, 50,000 associates and 3,000 communities where we serve,” said Kristin Johnson, Chief Transformation Officer.

In 2022, Edward Jones began accelerating its journey and aspiration to serve clients more completely through deep personal relationship and comprehensive planning and advice. The firm believes it has an opportunity to serve 40 million families in North America – relationships that go beyond traditional investment advice to an experience that enables its clients to achieve that is more important to them.

“At the heart of our relationships is a shared determination to grow our impact and to live in harmony with our firm’s purpose: to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.”

Kristin Johnson, Chief Transformation Officer

To create the ranking of Most Admired Companies, Fortune® magazine and research partner Korn Ferry began with the 1,000 largest U.S. companies by revenue plus foreign companies listed in Fortune’s^® Global 500 database. Using nine criteria, ranging from investment value to social responsibility, they whittled down to the highest-revenue companies in each industry, a total of 645 companies (453 U.S.-based and 192 based elsewhere) across 52 industries. A survey of 15,000 senior executives, outside directors and industry analysts determined the top-rated companies from that pool of 645. The final list was announced in February 2023.

2023 Fortune 100 Best Companies to Work For^®, published April 2023, research by Great Places to Work, data as of August 2022. Compensation provided for using, not obtaining, the rating.

©2023 Fortune Media IP Limited All rights reserved. Fortune^® and Fortune 100 Best Companies to Work For^® are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones.

#6 on 2023 PEOPLE Companies That Care List

September 19, 2023/in Awards & Accolades, In the News Optional /by tina.takerngpol

Awards & Accolades

Edward Jones Ranks No. 6 on 2023 PEOPLE Companies That Care List

Edward Jones has been named No. 6 on the 2023 Companies that Care list, published by Great Place To Work^® and PEOPLE magazine. Earning a spot means that Edward Jones has surpassed rigorous benchmarks, establishing itself as one of the best companies to work for in the country.

Edward Jones is a human-centered firm, with a longstanding culture of caring that embraces clients, colleagues and communities. The culture of caring is an important part of why Edward Jones associates say it is a great place to work. The Companies that Care data showed that, as of August 2022, 90% of Edward Jones associates said it is a great place to work — 33% higher than the average U.S. company.

Edward Jones’ culture of caring is rooted in the firm’s purpose: to partner for positive impact, to improve the lives of clients and colleagues, and together better our communities and society.

Great Place To Work^® and People magazine highlighted Edward Jones’ community support as a contributor to the high ranking. The firm anticipates giving approximately $200 million between 2020 and the end of 2025 in communities we serve throughout the U.S. and Canada.

“Charitable giving is one of many ways we bring our purpose to life,” said Edward Jones Financial Advisor Jennifer Schoonmaker-Dasch. “Edward Jones financial advisors are involved and invested in our local communities.”

The PEOPLE Companies That Care list is based on more than 1.3 million employee survey responses and data from companies representing the experience of more than 7.5 million employees. Of those surveys, 1.1 million came from employees at companies eligible for this year’s list, and these rankings are based on that feedback.

“Our shared purpose calls us to help every client and community where we live and work to thrive.”

Jennifer Schoonmaker-Dasch, Edward Jones Financial Advisor

You can learn more about our culture of caring in the Edward Jones annual Purpose, Inclusion and Citizenship Report, “Purpose in Action,” which showcases the many ways we brought our purpose to life in 2022.

Disclosures: 2023 PEOPLE Companies that Care, published by PEOPLE magazine August 2023, research by Great Place To Work®, data as of August 2022. Compensation provided for using, not obtaining, the rating.

Named Fortune 2023 Best Workplaces | Edward Jones

September 8, 2023/in Awards & Accolades, In the News Optional /by tina.takerngpol

Awards & Accolades

Edward Jones Ranks on the Best Workplaces in Financial Services & Insurance List by Fortune and Great Place to Work^®

Edward Jones has been named on the “Best Workplaces in Financial Services & Insurance” list by Great Place to Work® and Fortune magazine. We’re No. 16 out of 100 large companies.

The survey found that 90% of Edward Jones associates said the firm is a great place to work. This number is 33% higher than the average U.S. company. Edward Jones is a place of belonging, where associates come together to live out the firm’s purpose and help clients achieve what matters most. The Best Workplaces in Financial Services & Insurance list is based on analysis of survey responses from over 191,000 employees from Great Place To Work Certified™ companies in the financial services and insurance industry.

“We care deeply about enabling fulsome development opportunities, offering career pathways that allow for growth, and providing a variety of benefits and programs that align to our values and culture. Perhaps, most importantly, our colleagues know that they can connect both personally and professionally with our firm’s purpose – to partner for positive impact to improve the lives of our clients and colleagues and, together, better our communities and society,” said Suzan McDaniel, Chief Human Resources Officer at Edward Jones.

The Best Workplaces in Financial Services & Insurance is highly competitive. Great Place to Work, the global authority on workplace culture, selected the list using rigorous analytics and confidential employee feedback. Companies were only considered if they had been a Great Place to Work-Certified™ organization.

Companies are assessed on how well they are creating a great employee experience that cuts across job role, race, gender, sexual orientation, work status and other demographic identifiers.

“We’re incredibly proud to be recognized for our work environment, especially as we are keenly focused on continuously fostering an inclusive workplace where all associates can thrive.”

Suzan McDaniel, Chief Human Resources Officer at Edward Jones

Edward Jones strives to be a place of belonging where systems and processes embed diversity, equity and inclusion throughout the firm, and where individuals are respected, valued and met with the necessary resources to reach their individual potential.

For more on how Edward Jones is creating a place of belonging, please see the Edward Jones annual Purpose, Inclusion and Citizenship Report, “Purpose in Action,” which showcases the many ways we bring our purpose to life.

2023 Best Workplaces in Financial Services & Insurance®, published Fortune September 2023, research by Great Places to Work®, data as of August 2022. Compensation provided for using, not obtaining, the rating. From Fortune. ©2023 Fortune Media IP Limited. All rights reserved. Used under license.

Edward Jones Named One of the World’s Most Admired Companies by FORTUNE Magazine

February 15, 2023/in Awards & Accolades, In the News Optional /by Symphony Talent

Awards & Accolades

Edward Jones Named One of the World’s Most Admired Companies by FORTUNE Magazine

Financial services firm Edward Jones has been named to Fortune® magazine’s 2023 list of the World’s Most Admired Companies, a recognition of the most respected and reputable companies globally. The firm ranked No. 5 in the Securities/Asset Management industry category.

“As a firm, we are built on deep, trusted, personal relationships. Being named a Most Admired Company is a testament to the depth of these relationships among our 8 million clients, 50,000 associates and 3,000 communities where we serve,” said Kristin Johnson, Edward Jones Chief Transformation Officer. “At the heart of our relationships is a shared determination to grow our impact and to live in harmony with our firm’s purpose: to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.”

Positive impact manifests in a multitude of forms. During the past three years, financial advisors have guided clients to navigate market volatility and uncertainty with confidence, and as the opportunity arose, the firm added 725 new branches to serve additional clients in local communities. Beyond its work with clients, the Edward Jones Financial Fitness in-person and online education programs have helped nearly 450,000 learners increase their financial literacy since 2020.

“As a firm, we are built on deep, trusted, personal relationships. Being named a Most Admired Company is a testament to the depth of these relationships among our 8 million clients, 50,000 associates and 3,000 communities where we serve.

-Kristin Johnson, Edward Jones Chief Transformation Officer

For associates, the firm encourages participation in the Day of Caring, a paid day off to volunteer for an organization of their choosing — with nearly 58,000 hours donated in 2022. The firm’s generous parental leave policy, comprehensive wellness program, flexible work policies, financial education resources and profit-sharing program contribute to associates’ sense of physical and financial well-being.

The firm’s impact to the community is significant, as well. The firm has raised $35.7 million since 2016 (against a goal of $50 million by 2025) for the Alzheimer’s Association, in its fight to end Alzheimer’s disease. Through a partnership with the Arbor Day Foundation, 11,000 trees were planted in U.S. cities and through reforestation projects in 2022. More than $33.5 million in corporate, Edward Jones foundation and associate giving contributed to 318 organizations around the U.S.

In 2022, Edward Jones began accelerating its journey and aspiration to serve clients more completely through deep personal relationships and comprehensive planning and advice. The firm believes it has an opportunity to serve 40 million families in North America — relationships that go beyond traditional investment advice to an experience that enables its clients to achieve financially what is most important to them.

To create the ranking of Most Admired Companies, Fortune® magazine and research partner Korn Ferry began with the 1,000 largest U.S. companies by revenue plus foreign companies listed in Fortune’s® Global 500 database. Using nine criteria, ranging from investment value to social responsibility, they whittled down to the highest-revenue companies in each industry, a total of 645 companies (453 U.S.-based and 192 based elsewhere) across 52 industries. A survey of 15,000 senior executives, outside directors and industry analysts determined the top-rated companies from that pool of 645. The final list was announced in February 2023.

2023 Fortune® World’s Most Admired Companies list, published February 2023, in partnership with Korn Ferry, data as of November 2022. Compensation provided for using, not obtaining, the rating.

From Fortune®, ©2023 Fortune® Media IP Limited. All rights reserved. Used under license. Fortune® is a registered trademark and Fortune® World’s Most Admired Companies™ is a trademark of Fortune® Media IP Limited and are used under license. Fortune® and Fortune® Media IP Limited are not affiliated with, and do not endorse the products or services of, Edward Jones.

Edward Jones Recognized for Exceptional Training Program

February 14, 2023/in Awards & Accolades, The Financial Advisor Opportunity Optional /by Symphony Talent

Awards & Accolades

Edward Jones Recognized for Exceptional Training Program

For the 23rd consecutive year, Edward Jones has been recognized as a top training company, having been named to the 2023 Training APEX awards list by Training magazine. The award recognizes organizations worldwide that have the most successful learning and development programs. Edward Jones ranked No.14, up 10 spots from last year.

Additionally, Edward Jones was recognized with a Best Practice Award for the firm’s JonesSpark program, an internal crowdsourcing tool to engage associates firmwide to help generate ideas and prioritize solutions to complex challenges.

“We are intentional about investing in the learning, development and growth of our 50,000 associates,” said Suzan McDaniel, Edward Jones Chief Human Resources Officer. “From mentorship and job shadow programs to new learning platforms that help associates build life skills, our training helps all associates unleash their full potential and serve our 8 million clients – helping them achieve financially what is most important to them.”

The Training APEX award evaluation process considers the success of a company’s overall training approach. Award criteria include training program and scope, budget, tuition reimbursement, infrastructure and delivery, evaluation and human resources.

Edward Jones’ innovative training programs this year include:

Coaching Into Action – a coaching program for financial advisors to build business plans that help them better serve their clients and communities
Inclusion Business Coaching – a four-week accredited diversity coaching course that helps retain and develop diverse and women financial advisors
Save Yourself a Call – a training program that helps branch teams build knowledge in advance of year-end Required Minimum Distributions that clients must take from their IRA accounts and cuts down on call volume into the service center at peak times
Allyship for All – three one-hour workshops to appreciate the value and advantages of being an ally, recognize challenges others face and practice advocating for others
Unconscious Bias – a four-week course to help identify bias and recognize its impact, explore ways to face bias with courage and create a space where everyone is respected, included and valued

Company rankings for the Training APEX award were announced Feb. 13 at an awards gala during the 2023 Training Conference & Expo in Orlando, Fla.

2023 Training Magazine Training Apex Award, published February 2023, data as of September 2022, an application fee was required for consideration.

Edward Jones Named One of the Best Workplaces for Women

Edward Jones Named One of the 2024 Best Workplaces for Women

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